WealthTrust Arizona:

Integrating Financial Planning & Estate Planning

WealthTrust Arizona is one of the onlywealth management firms in the Phoenix area that integrates financial planning and estate planning including beneficiary designations, and takes a committee-based approach to wealth management.

Our investment advisors work in groups to monitor and track market, political and economic trends. Committees report back with strategic investment recommendations, enabling clients to benefit from more than one pair of eyes monitoring investment conditions.

At WealthTrust Arizona our goal is to deliver sophisticated wealth management and estate planning solutions to families, executives and other affluent individuals to preserve, enhance and protect their wealth.

Monitoring economic and political issues and tax laws that affect your financial health.

Working with your CPA or estate planning attorney to ensure your assets are properly titled.

Reviewing your estate plan to ensure it is up-to-date and takes advantage of Arizona’s current estate tax laws.

We are available to service anyone in the United States and our primary customer base is from Arizona and the Southwestern US and in particular: Scottsdale • Paradise Valley • Phoenix • Chandler • Mesa • Tempe • Surprise • Glendale • Cave Creek • Peoria • Tucson • Sedona.

*One of Arizona’s Top Independent Investment Advisors –The Phoenix Business Journal, 2014, as published by the Phoenix Business Journal's 2014 Book of Lists of all independent fee-based firms. PBJ award based on 2014 survey.

WealthTrust Arizona has been ranked as one of The National Association of Board Certified Advisory Practices’ (NABCAP) Top Financial Advisors in Arizona by the Phoenix Business Journal. NABCAP award based on 2012 advisory practice rank and review process.

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Let's get acquainted!

We offer a free "Get Acquainted" meeting to describe our services and fees, and to see if our services are right for you.

We are available to service anyone in the United States and our primary customer base is from Arizona and the Southwestern US and in particular: Scottsdale • Paradise Valley • Phoenix • Chandler • Mesa • Tempe • Surprise • Glendale • Cave Creek • Peoria • Tucson • Sedona. Advisory services offered through WealthTrust Arizona, a registered investment advisor. WealthTrust Arizona does not engage in the trust business in the state of Arizona or in any other jurisdiction. Not FDIC insured. Not bank guaranteed. May lose value, including loss of principal. Not insured by any state or federal agency.